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Broadridge

1,079 hedge funds and large institutions have $25.5B invested in Broadridge in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 460 increasing their positions, 356 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-14
Holders Change %
-1.28%
% of All Funds
14.46%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
82
Increased
460
Reduced
356
Closed
74
Calls
$15.6M
Puts
$14.2M
Net Calls
+$1.38M
Net Calls Change
-$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
976
Wolff Wiese Magana
California
$24.3K
API
977
Asset Planning Inc
California
$24.1K
CSB
978
City State Bank
Iowa
$23.3K
WA
979
WPG Advisers
Maryland
$22.6K -$1.46K -6 -6%
AWM
980
Atticus Wealth Management
Florida
$21.9K
CAL
981
Capital Analysts LLC
Pennsylvania
$21K
AAS
982
Ameritas Advisory Services
Nebraska
$19.9K +$19.9K +82 New
TPWA
983
Twin Peaks Wealth Advisors
California
$19.7K +$19.7K +75 New
FMII
984
Farmers & Merchants Investments Inc
Nebraska
$19.4K -$243 -1 -1%
SSG
985
Summit Securities Group
New York
$19.2K +$19.2K +79 New
TTIC
986
Tower Trust & Investment Company
Iowa
$19K
SS
987
Sunbelt Securities
Texas
$18.6K -$3.85K -17 -17%
STB
988
S&T Bank
Pennsylvania
$17.7K
GK
989
Graney & King
New York
$17K
PWMG
990
Private Wealth Management Group
New Jersey
$16.8K
MIM
991
MTM Investment Management
South Carolina
$16K +$16K +66 New
TFA
992
Transamerica Financial Advisors
Florida
$15K +$1.69K +7 +13%
CMP
993
Coston McIsaac & Partners
Maine
$15K
FUBT
994
First United Bank & Trust
Maryland
$14.6K
SO
995
Sierra Ocean
California
$14.4K +$3.17K +13 +28%
RWS
996
Retirement Wealth Solutions
Wisconsin
$14.1K
CFD
997
Creative Financial Designs
Indiana
$13.9K -$3.16K -13 -19%
RA
998
Rise Advisors
New York
$13.2K
FGA
999
Fortis Group Advisors
New Jersey
$12.9K
VWM
1000
Valley Wealth Managers
New Jersey
$12.6K